The Setmore AI integration connects Setmore to MessageMind so an AI agent can read live context and reply across every channel your customers use. Connect Setmore so the AI agent can check open times and book, move or cancel Setmore appointments while it chats with your customers. You connect it in Connections > Integrations with a refresh token that Setmore sends you by email, then pick the services the AI agent may book. Only free services can be offered.

What is the Setmore AI integration?

Connect Setmore so the AI agent can check open times and book, move or cancel Setmore appointments while it chats with your customers. You connect it in Connections > Integrations with a refresh token that Setmore sends you by email, then pick the services the AI agent may book. Only free services can be offered.

You can see every supported integration on the MessageMind integrations page, and the full technical reference for this one lives in the Setmore documentation. If you prefer to see it in action first, book a demo and we will walk you through the live flow.

What the Setmore integration can do

The Setmore AI integration ships with the following capabilities out of the box:

  • The AI agent checks open times on the services you allowed: on a given day, at an exact time, within a time window or across several days.
  • When a customer asks for the earliest time you have, it looks for the next free slot over the coming days without asking them for a date.
  • If the time a customer wants is taken, it offers the next free times that day or the same time on nearby days.
  • It books the appointment in Setmore after asking for the customer's first name and email. Last name and phone number are optional.
  • If the customer's email already belongs to a customer in Setmore, the appointment is added to that customer. Otherwise a new Setmore customer is created.
  • Customers can move an appointment to another time on the same service. The new time is checked first, so the original appointment stays booked if the new time is taken.
  • Customers can cancel an appointment. The AI agent asks them to confirm before it cancels.

Data read and written

The Setmore AI integration touches a scoped set of fields. Here is exactly what moves between the two systems:

DirectionWhat it covers
ReadYour services, with their name, length and price, so only free ones are listed.
ReadYour staff members, so each booking goes to someone who is free at that time.
ReadOpen times on the services you allowed, across your staff.
ReadExisting Setmore customers, looked up by the email the customer gives.
ReadYour staff's appointments on a given day, to find the one a customer wants to move or cancel.
WriteNew customers, with first name, last name, email and phone, when the email isn't in Setmore yet.
WriteNew appointments on the services you allowed.
WriteMoved appointments. The new time is booked as a new appointment and the original one is cancelled.
WriteCancellations.

How to set up the Setmore AI integration

Setup takes a few minutes once your Setmore account is live. The outline:

  • Email [email protected] from the email address registered on your Setmore account. Give your name and a short description of how you will use it, and ask for a refresh token.
  • Wait for Setmore's reply with the token. It usually takes 1 to 3 business days.
  • In MessageMind, open Connections > Integrations from the top bar.
  • Find the Setmore row under Bookings, or type Setmore in the search box.
  • Click Connect on the row. The Connect Setmore window opens.
  • Paste the whole token from Setmore's email into the field that reads "Paste your Setmore refresh token".

The step-by-step walkthrough, including every button and field, is in the Setmore documentation.

Use cases for the Setmore AI integration

Teams typically turn the Setmore AI integration on to:

  • A new client asks on WhatsApp for a free consultation next week. The AI agent offers open times, takes their name and email and books it in Setmore.
  • A customer asks for the earliest time you have. The AI agent offers the next free slot. If the days it checked are fully booked, it asks the customer before looking further ahead.
  • A client can't make Thursday and asks to move to Friday. The AI agent finds the appointment by their email, checks Friday and moves it.
  • Someone writes in the website chat to cancel. The AI agent asks them to confirm and cancels the appointment in Setmore.
  • You have a free intro call and a free team meeting in Setmore. You tick only the intro call, so the AI agent never offers the team meeting.

For broader AI-agent patterns across every integration, see ai appointment booking system.

Limitations to know

The Setmore integration ships with a deliberately scoped surface. These are the limits worth knowing before you depend on it:

  • Only free services can be booked. Services with a price aren't listed, so the AI agent can't take payments or deposits through Setmore.
  • Services without a length aren't listed either.
  • Customers can't choose a staff member. A new booking goes to a staff member who is free at that time. A moved appointment stays with the same staff member if they are free at the new time.
  • The AI agent asks only for first name, last name, email and phone. Other booking questions you set up in Setmore aren't asked.
  • If a customer gives a phone number that isn't valid, the booking is refused until they correct it or leave it out.

Pricing and plan availability

The Setmore AI integration is available on MessageMind's paid plans. The MessageMind pricing page lists which plan is required and what each tier includes. There is no extra per-integration fee; the connection is part of your account.

Frequently asked questions

What is the Setmore AI integration?

The Setmore AI integration is the native connection between Setmore and MessageMind. Once connected, the AI agent can read live Setmore context during a conversation and act on it (for example answering a stock question, booking an appointment or updating a contact) across WhatsApp, Instagram, SMS, email and web chat.

How do I connect Setmore to MessageMind?

Open the Setmore integration page inside your MessageMind dashboard and follow the connect flow. The full step-by-step with every field label and screenshot is in the Setmore documentation.

How does authentication work for the Setmore integration?

You paste one refresh token into the Connect Setmore window. There is no Setmore sign-in page. The connection keeps working until you disconnect or Setmore stops accepting the token. MessageMind stores these credentials encrypted at rest and uses them only server-side, so they never reach the browser or any third party.

What does the AI agent do once Setmore is connected?

It works with live Setmore data during the conversation. The first capability in the Setmore documentation reads: "The AI agent checks open times on the services you allowed: on a given day, at an exact time, within a time window or across several days." The full list, with every field the integration reads and writes, is in the documentation.

Clicking Connect shows "No staff members found in your Setmore account. Add at least one staff member in Setmore before connecting." What should I do?

Add a staff member in Setmore, then click Connect again.